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Integrations Beginner 3 min read

Task Manager

Create, track and manage tasks associated with your leads.

Overview

Task Manager is a built-in integration that lets you create, track, and manage tasks tied to your leads. Your AI agent can file a task on its own while it talks to a client, and your team works all tasks on the Tasks page as a kanban board or a list. Client issues stay prioritized and visible to the whole team.

Before you start

  • A MyChatBot account with at least one agent.
  • At least one lead: every manual task needs a Link to client.
  • Telegram, if you want task reminders.

Video demonstration

Watch the full Task Manager walkthrough in the video above. The steps are also written out below.

Connect Task Manager

  1. Open Integrations and go to Productivity & Scheduling → Task Manager.
  2. Optionally enter a Secret keyword to protect the connection. If you set one, keep a copy: the field is locked after connecting, and you will need it if you ever reconnect.
  3. Click Connect and wait for the Task Manager connected message.
  4. Test the agent: in a test conversation, describe an issue and ask the agent to create a task. Open Tasks in the left sidebar. The task should appear in the New column, with Created by set to Agent and a Source link back to the chat.

Create and work tasks

  1. On the Tasks page, click Create task. You can also click Add card at the bottom of a kanban column: the dialog opens pre-filled for that column, and for Due today the due date is set to today.
  2. Fill in the required Task title and Link to client. Optionally add a Description, Due date, Priority (Low, Medium, High, Urgent), and Assignee, which defaults to you.
  3. Drag cards between New, In progress, and Completed. Due today and Overdue are computed from due dates, so you cannot drop cards there. A task past its due date moves to Overdue automatically.
  4. Click a card to open Task details. Edit the title, Description, Due date, Status, Priority, or reminders, then click Save. Add comments with Send; the sidebar shows the activity timeline. Completed tasks get a Completed at timestamp.

Options that matter

  • Reminders: turn on At event time, 1 hour before, 15 minutes before, 1 day before, or Custom date & time. Once any reminder is on, a Timezone selector appears. Reminders arrive in Telegram.
  • Assign to me: unassigned cards are highlighted. This button assigns the task to you and moves it to In progress.
  • Filters: search by title and filter by Status, Due date, Priority, Source, and Created by. Created by → Agent shows what your AI captures from chats.
  • Ask the agent: in a conversation or the chat panel, ask your agent to list, reprioritize, or close tasks.
  • Tasks on the lead card: go to Leads, open a lead, and use its Tasks tab. It adds Recurring tasks, Send via channels (optional), and a delete action. Here Due date is required.

Common problems

  • The create button stays disabled. Enter a Task title and pick a Link to client.
  • You cannot change the status of an overdue task. Once the status is Overdue, the Status field in Task details is read-only. Drag the card to New, In progress, or Completed instead.
  • Task is already assigned to someone else. A teammate took it first. Only admins and owners can reassign a task that already has an assignee.
  • You cannot see teammates’ tasks or the Assignee filter. Regular managers see only their own and unassigned tasks; the Assignee filter is for account admins and owners.
  • There is no delete button on the Tasks page. Set the status to Cancelled, or delete the task from the lead’s Tasks tab.

What to read next

Full documentationRelated reference on docs.mychatbot.app.